Discipline Wealth Solutions LLC Portfolio
Invests via Discipline Wealth Solutions, LLC | Managed by Anthony Colancecco, James Bryan Keith Ballentine
Invests via Discipline Wealth Solutions, LLC
Managed by Anthony Colancecco, James Bryan Keith Ballentine
Automatically Tracked
Company Profile
Registered wealth management and advisory firm Discipline Wealth Solutions, LLC provides comprehensive financial planning, investment management and retirement consulting to high-net-worth individuals, families and small institutions. The firm emphasizes disciplined asset allocation, risk-managed portfolios and fee-based advisory models. Market relevance centers on personalized tax-aware strategies, fiduciary governance and retirement-solution services for regional wealth channels and RIAs seeking turnkey investment platforms.
Registered wealth management and advisory firm Discipline Wealth Solutions, LLC provides comprehensive financial planning, investment management and retirement consulting to high-net-worth individuals, families and small institutions. The firm emphasizes disciplined asset allocation, risk-managed portfolios and fee-based advisory models. Market relevance centers on personalized tax-aware strategies, fiduciary governance and retirement-solution services for regional wealth channels and RIAs seeking turnkey investment platforms.
Investment Philosophy & Strategy
Adopts a disciplined, fiduciary-first investment approach emphasizing diversified, risk-managed portfolios and tax-aware asset allocation for high-net-worth clients and small institutions. Capital deployment blends core diversified ETFs and active sleeves, customized income and retirement solutions, and fee-based advisory structures to align incentives. Portfolio construction prioritizes downside protection, glidepath planning for retirees, and scalable turnkey solutions for RIAs, with governance, periodic rebalancing, and documented risk controls guiding decisions.
Adopts a disciplined, fiduciary-first investment approach emphasizing diversified, risk-managed portfolios and tax-aware asset allocation for high-net-worth clients and small institutions. Capital deployment blends core diversified ETFs and active sleeves, customized income and retirement solutions, and fee-based advisory structures to align incentives. Portfolio construction prioritizes downside protection, glidepath planning for retirees, and scalable turnkey solutions for RIAs, with governance, periodic rebalancing, and documented risk controls guiding decisions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
67.04%
Gain +1.73%
Monthly
1.62%
Yearly
21.22%
Drawdown
17.47%
$1.16B
Equity
Holdings
$1.16B
Investment
$1.02B
$139.95M
Profit +$5.62M
Realized
$5.71M
Unrealized
$134.23M
Dividends
$21.13M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.73%
Profit
$5.62M
Win %
74%
This Week
Compared To Last Week
Gain
0.49%
Profit
$5.62M
Win %
74%
This Month
Compared to last month
Gain
2.4%
Profit
$27.11M
Win %
74%
This Year
Compared to last year
Gain
1.24%
Profit
$14.25M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$533,767.37 
GOOG Alphabet Inc
+6.88%
+$72,929.75 
GOOGL Alphabet Inc
+6.73%
+$109,541.25 
META Meta Platforms Inc Class A
+3.28%
+$8,645.52 
CRS Carpenter Technology Corporation
+3.17%
+$9,585.94 
MSFT Microsoft Corp.
+3.02%
+$80,412.42 
NVDA NVIDIA Corporation
+2.93%
+$121,720.22 
CVX Chevron Corporation
+2.35%
+$6,061.32 
FAST Fastenal Co.
+2.25%
+$5,752.95 
GLW Corning Incorporated
+2.24%
+$2,693.67 
CSCO Cisco Systems, Inc.
+2.14%
+$6,658.2 
TQQQ ProShares UltraPro QQQ
+2.08%
+$90,021.36 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$31,189.9 
UPRO ProShares UltraPro S&P500
+1.97%
+$19,151.5 
OKE ONEOK, Inc.
+1.95%
+$6,714.66 
VTR Ventas Inc.
+1.73%
+$6,781.35 
MQQQ Trading 2x Long Triple Q Monthly ETF
+1.69%
+$28,292.3 
UDOW ProShares UltraPro Dow30
+1.49%
+$13,310.66 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$3,859.37 
HCMT Direxion HCM Tactical Enhanced US ETF
+1.39%
+$638,794.59 
SSO ProShares Ultra S&P500
+1.35%
+$26,786.39 
LGH HCM Defender 500 Index ETF
+1.25%
+$179,691.82 
QLD ProShares Ultra QQQ
+1.2%
+$70,400.88 
WFC Wells Fargo & Company
+1.19%
+$4,128.96 
SVOL Simplify Volatility Premium ETF
+1.15%
+$7,851.06 
DDM ProShares Ultra Dow30
+1.12%
+$8,150.45 
VUG Vanguard Growth ETF
+1.1%
+$9,178.17 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$2,522.86 
XLE Energy Select Sector SPDR Fund
+1%
+$8,488.92 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$77,484.96 
DTM Dt Midstream Inc.
+0.9%
+$2,191.86 
QQH HCM Defender 100 Index ETF
+0.88%
+$133,923.49 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
+0.87%
+$4,468.1 
IBM International Business Machines Corporation
+0.86%
+$1,854.59 
ATMP iPath Select MLP ETN
+0.86%
+$2,449.93 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,161.95 
BIBL Inspire 100 ETF
+0.8%
+$5,860.46 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,997.47 
TSLA Tesla, Inc.
+0.76%
+$3,530.53 
MPC Marathon Petroleum Corporation
+0.76%
+$4,889.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,028.89 
VOO Vanguard S&P 500 ETF
+0.71%
+$337,962.32 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.7%
+$46,217.86 
CAT Caterpillar Inc.
+0.7%
+$2,545.83 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,157.28 
IVV iShares Core S&P 500 ETF
+0.69%
+$34,785.28 
QTUM Defiance Quantum ETF
+0.67%
+$2,459.98 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,910.08 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$5,596.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$21,267.1 
MBWM Mercantile Bank Corporation
+0.59%
+$6,939.14 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,878.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$165,819.56 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.47%
+$13,899.1 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$38,571.81 
IWD iShares Russell 1000 Value ETF
+0.44%
+$970.14 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$88,491.68 
RTX RTX Corporation
+0.39%
+$1,247.4 
AVGO Broadcom Inc.
+0.37%
+$1,467.36 
PG Procter & Gamble Co
+0.37%
+$842.7 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,631.22 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$414,698.24 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$26,194.32 
SECT Main Sector Rotation ETF
+0.34%
+$1,050 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,060.4 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.33%
+$11,508.48 
MRK Merck & Co., Inc.
+0.32%
+$4,934.47 
SMH VanEck Semiconductor ETF
+0.3%
+$885.1 
JPM JPMorgan Chase & Co.
+0.27%
+$4,985.76 
VT Vanguard Total World Stock ETF
+0.26%
+$3,622.76 
FDLS Inspire Fidelis Multi Factor ETF
+0.26%
+$2,224.86 
JNJ Johnson & Johnson
+0.21%
+$558.62 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$612.7 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,524.8 
MS Morgan Stanley
+0.17%
+$674.64 
CB Chubb Limited
+0.15%
+$642.89 
EA Electronic Arts Inc.
+0.13%
+$639.09 
DTE DTE Energy Company
+0.12%
+$637.5 
PBDC Putnam BDC Income ETF
+0.11%
+$575.64 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$896.02 
NUE Nucor Corporation
+0.1%
+$438.5 
WMT Walmart Inc.
+0.09%
+$263.31 
ZECP Zacks Earnings Consistent Portfolio
+0.05%
+$1,244.88 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$976.41 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$643.84 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$65.6 
ELCV Eventide High Dividend ETF
+0.01%
+$45.9 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 QTAC
QTAC
0%
$0 
AAPL Apple Inc.
-7.35%
-$715,052.24 
MU Micron Technology, Inc.
-5.9%
-$11,255.33 
MNKD MannKind Corporation
-4.87%
-$3,658.6 
MSTR Strategy Inc.
-4.56%
-$17,594.7 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.63%
-$7,621.6 
IBIT iShares Bitcoin Trust
-2.89%
-$26,910.22 
QCOM QUALCOMM Incorporated
-2.63%
-$4,736.14 
ABBV AbbVie Inc.
-2.51%
-$13,606.41 
SLV iShares Silver Trust
-2.13%
-$43,035 
PSLV Sprott Physical Silver Trust
-1.98%
-$15,726.68 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,206.29 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,933.36 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$44,352 
PHYS Sprott Physical Gold Trust
-1.61%
-$23,072.5 
GLD SPDR Gold Shares
-1.49%
-$58,875.02 
IAUM iShares Gold Trust Micro
-1.46%
-$3,100.8 
IAU iShares Gold Trust
-1.46%
-$86,206.57 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.37%
-$13,214.52 
NEE NextEra Energy, Inc.
-1.15%
-$2,716.9 
DE Deere & Company
-1.13%
-$8,975.99 
TKO Tko Group Holdings Inc.
-1.09%
-$2,964 
LOW Lowe's Companies Inc.
-1.08%
-$6,478.59 
PLD Prologis Inc.
-1.08%
-$3,343.28 
CTAS Cintas Corporation
-1.04%
-$3,622.3 
EFO ProShares Ultra MSCI EAFE
-1.03%
-$52,884 
INTC Intel Corporation
-1.02%
-$1,799.55 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.02%
-$2,024.83 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$116,046.16 
UPS United Parcel Service, Inc.
-1%
-$5,622.75 
XOM Exxon Mobil Corporation
-0.97%
-$4,109.58 
O Realty Income Corporation
-0.87%
-$4,171.44 
SUI Sun Communities Inc.
-0.76%
-$2,487.1 
WWJD Inspire International ETF
-0.75%
-$3,844.5 
MA Mastercard Incorporated
-0.74%
-$4,530.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$5,837.04 
IWC iShares Micro-Cap ETF
-0.7%
-$6,912.06 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,165.72 
DUK Duke Energy Corporation
-0.67%
-$1,678.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$304,480.8 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$71,662.14 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,910.96 
DHR Danaher Corporation
-0.61%
-$1,357.79 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.59%
-$12,126 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$159,645.86 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$2,528.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$70,196.22 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.53%
-$2,730.39 
LLY Eli Lilly and Company
-0.53%
-$3,457.32 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$9,185.66 
DFIS Dimensional International Small Cap ETF
-0.53%
-$192,826.44 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,530.1 
WELL Welltower Inc.
-0.51%
-$2,325.26 
ROM ProShares Ultra Technology ETF
-0.5%
-$2,808 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,546.76 
ALL Allstate Corporation
-0.49%
-$2,142.42 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$97,633 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.44%
-$2,930.07 
VGK Vanguard FTSE Europe ETF
-0.44%
-$48,602.4 
SSXU Strategy Shares Day Hagan/Ned Davis Research Smart Sector ETF
-0.42%
-$3,147 
HD The Home Depot, Inc.
-0.42%
-$1,420.6 
VGT Vanguard Information Technology ETF
-0.38%
-$8,582.8 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,359.75 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,565.86 
VTV Vanguard Value ETF
-0.27%
-$75,873.89 
DUHP Dimensional US High Profitability ETF
-0.27%
-$76,369.15 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$26,065.15 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$94,604.75 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$2,228.62 
BNDX Vanguard Total International Bond ETF
-0.23%
-$72,390.23 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$752 
DXIV Dimensional International Vector Equity ETF
-0.23%
-$2,127.34 
VB Vanguard Small-Cap ETF
-0.22%
-$96,422.42 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$500 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$32,344.56 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$567.33 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$24,816.42 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$122,767.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$119,038.08 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$3,690.82 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.19%
-$1,953.28 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$18,857.57 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,605.8 
IBD Inspire Corporate Bond ETF
-0.17%
-$2,248 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$1,352.96 
BIZD VanEck BDC Income ETF
-0.16%
-$815.26 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$13,146.56 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$17,705.02 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$601.04 
DOL WisdomTree International LargeCap Dividend Fund
-0.13%
-$524.6 
MUB iShares National Muni Bond ETF
-0.11%
-$451.92 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$18,571.98 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,155.15 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$8,401.17 
CLOI VanEck CLO ETF
-0.06%
-$140.46 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$8,399.54 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$6,582.15 
WTMF WisdomTree Managed Futures Strategy Fund
-0.05%
-$154.06 
V Visa Inc. Class A
-0.04%
-$390.43 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$7,272.58 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$57.42 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$395.68 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 719/996 72% | Profit Factor 17.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $518,626.76 |
| Average Win $206,705.3 | Best Trade (Aug 14) $8.82M | Sharpe Ratio -11.47 |
| Average Loss -$31,320.59 | Worst Trade (Aug 11) -$474,188.12 | Z-Score 16.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $140,508.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,162 | $7M | $9.01M | - | $2.01M | 28.73% | -7.354% |
| ABBV AbbVie Inc. | 2,103 | $485,713.18 | $527,726.82 | - | $42,013.64 | 8.65% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 378,419 | $37.65M | $36.85M | - | -$808,042.54 | -2.15% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,302 | $268,821.99 | $312,234.78 | - | $43,412.79 | 16.15% | +0.341% |
| ALL Allstate Corporation | 1,648 | $341,979.11 | $435,203.82 | - | $93,224.71 | 27.26% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 347 | $201,576 | $165,224.05 | - | -$36,351.95 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 14,794 | $3.32M | $4.02M | - | $694,621.14 | 20.9% | +15.321% |
| ATMP iPath Select MLP ETN | 7,903 | $227,567 | $286,957.93 | - | $59,390.93 | 26.1% | +0.861% |
| AVDV Avantis International Small Cap Value ETF | 195,266 | $17.27M | $20.43M | - | $3.16M | 18.28% | -0.476% |
| AVGO Broadcom Inc. | 1,019 | $350,724.18 | $396,676.32 | - | $45,952.14 | 13.1% | +0.371% |
| BIBL Inspire 100 ETF | 13,629 | $788,847 | $742,371.63 | - | -$46,475.37 | -5.89% | +0.796% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 32,547 | $2.98M | $2.98M | - | $888.52 | 0.03% | +0.033% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 818,448 | $62.42M | $61.83M | - | -$590,032.87 | -0.95% | -0.198% |
| BIZD VanEck BDC Income ETF | 40,763 | $575,930.69 | $505,461.2 | - | -$70,469.49 | -12.24% | -0.161% |
| BND Vanguard Total Bond Market Index Fund | 137,185 | $10.1M | $9.91M | - | -$189,565.15 | -1.88% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 658,093 | $32.13M | $31.44M | - | -$689,177.84 | -2.15% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 877 | $420,915.09 | $448,620.58 | - | $27,705.49 | 6.58% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 309,533 | $24.28M | $24.01M | - | -$270,123.98 | -1.11% | -0.077% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 30,529 | $691,521.27 | $893,644.89 | - | $202,123.62 | 29.23% | -0.249% |
| CAT Caterpillar Inc. | 449 | $257,660.47 | $365,849.69 | - | $108,189.22 | 41.99% | +0.701% |
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FAQ
Which stocks have generated the highest profits for Discipline Wealth Solutions LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $4.09M, Vanguard Total International Bond ETF - $2.14M, ProShares Ultra QQQ - $1.86M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.57M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.18M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Direxion Daily TSLA Bull 2X Shares - $338,556.38, Accenture plc Class A - $143,794.25, Oracle Corporation - $76,818.05, ProShares Short S&P500 - $55,497.33, and PepsiCo, Inc - $49,064.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Discipline Wealth Solutions LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.13M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $4.09M, Vanguard Total International Bond ETF - $2.14M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.58M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.18M, and Dimensional U.S. Core Equity 2 ETF - $1.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Discipline Wealth Solutions LLC's monthly returns?
Discipline Wealth Solutions LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Discipline Wealth Solutions LLC's strategy be considered aggressive or moderate?
Discipline Wealth Solutions LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Discipline Wealth Solutions LLC's strategy?
Discipline Wealth Solutions LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
